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Private Client Assistant - Wealth Management

Job Title: Private Client Assistant - Wealth Management
Contract Type: Permanent
Location: Coventry, West Midlands
Industry:
Salary: £22000 - £26000 per annum + Benefits / Bonus
Reference: 10412/002_1521538013
Contact Name: Jane Paton
Contact Email: janepaton@srmrecruitment.com
Job Published: March 20, 2018 09:26

Job Description

The role of PCA supports advisers and clients for new business and client servicing.

Your day to day duties will include:

  • Managing leads with the Client Relationship Management (CRM) system
  • Accurate and timely data entry on to CRM
  • Arranging appointments and diary management
  • Preparing meeting packs for client appointments and ongoing client communication regarding follow-up and review meetings
  • Call management/ Client contact
  • Data Collection on client portfolios
  • Checking new business paperwork, banking cheques, scanning documents
  • Submission of new business to Platform and Off-Platform administration teams
  • Managing cash balances and cash movements
  • Updating static information - change of name, address etc.
  • Preparing valuations
  • Assisting Advisers with fact find input
  • Archiving documents
  • Handling and administration of Incoming and Outgoing communications covering all aspects of client instruction with respect to their portfolios, general enquiries and advice related documentation
  • Task and workflow management on back office system

Candidate Skills & Experience

  • Previous financial services experience is essential
  • Excellent attention to detail
  • IT skills
  • Team Player
  • Good communication skills - verbal and written
  • Excellent record keeping and reporting capabilities